Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
42 years
Location
Welsh, LA
Cambridge Investment Research Advisors
Institution
Alexander Daboval Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has operated his own practice since 1976. He serves as executor of an estate in Welsh, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple proprietary and third-party investment strategies across various platform arrangements.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Welsh, LA
Welsh LA
Advisors at this office
1
Louisiana · Texas
42 years of industry experience
Cambridge Investment Research Advisors, Inc.
2016 - Present • 10 years
Fairfield, IA
Cambridge Investment Research, Inc.
2016 - Present • 10 years
Fairfield, IA
Al Daboval, Jr. & Asst
1976 - Present • 50 years
Welch, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
CFA®, Series 63
Jennings, LA
Lombard Advisers Incorporated
Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.
Series 63, Series 66
Jennings, LA
Prospera Financial Services, inc.
Shawn Sabelhaus is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Prospera Financial Services in 2018. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and multiple advisory platforms.
Series 63, Series 65
Jennings, LA
Prospera Financial Services, inc.
William Hetzel is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Evangeline Bank and JD Bank. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Series 63, Series 65, Series 66
Jennings, LA
Lombard Advisers Incorporated
Edward Sonnier II is a financial advisor with Lombard Advisers Incorporated, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities Incorporated since 1996. Sonnier also serves as a FINRA arbitrator for industry arbitrations on an as-needed basis. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction.
Series 66
Jennings, LA
Lombard Advisers Incorporated
Marilyn Watkins is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at LPL Financial and 9 years at St. Martin's Bank & Trust. Outside of her advisory work, she is involved in cattle operations through Watkins Cattle Company, LLC. Lombard Advisers provides personalized investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.
Series 63
Jennings, LA
LPL Financial
Keith Broussard is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. His career includes prior roles at Cetera and Jeff Davis Bank & Trust. Outside of his advisory work, he is involved with Big Brown Ranch, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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